市场总结：随着加密行业市值跌破 3.2T，比特币 (BTC) 徘徊在 9.3 万美元上方

加密货币行业的总市值目前不足 3.2 万亿美元，自 1 月 1 日以来已蒸发超过 3000 亿美元。

All times ET unless indicated otherwise

除非另有说明，所有时间均为东部时间

The total cryptocurrency industry is now under $3.2 trillion in market capitalization, as over $300 billion has been wiped out since Jan. 6, taking away all early gains for the year, according to the TradingView metric TOTAL. As a whole, the market is digesting the unconfirmed reports from DB News, which suggest that the U.S. government has been given the green light to liquidate as much as 69,370 BTC ($6.5B) from the Silk Road seizure.

根据 TradingView 指标 TOTAL，加密货币行业的总市值目前低于 3.2 万亿美元，自 1 月 6 日以来已经蒸发了超过 3000 亿美元，抹去了今年的所有早期收益。总体而言，市场正在消化 DB News 未经证实的报道，该报道表明美国政府已获准清算丝绸之路扣押中的多达 69,370 BTC ($6.5B)。

Adding to the bearish sentiment, market is now digesting the unconfirmed reports from DB News which suggest that the U.S. government has been given the green light to liquidate as much as 69,370 BTC ($6.5B) from the Silk Road seizure. This makes the political theatre between the outgoing and incoming U.S. administrations even more intriguing, as president-elect Donald Trump, who is just few days away from being sworn in on Jan. 20, vowed not to sell any of the bitcoin held by U.S. authorities, which, according to Glassnode data, amounts to 187,236 BTC.

市场目前正在消化 DB News 未经证实的报道，这加剧了看跌情绪，该报道表明美国政府已获准清算丝绸之路扣押中的多达 69,370 BTC ($6.5B)。这使得即将卸任和即将上任的美国政府之间的政治戏剧变得更加耐人寻味，因为距离 1 月 20 日宣誓就职仅几天的当选总统唐纳德·特朗普发誓不会出售美国当局持有的任何比特币，根据 Glassnode 数据，总计 187,236 BTC。

The onslaught in the crypto industry also stems from an extremely high DXY index, above 109, which measures the value of the U.S. Dollar relative to a weighted basket of major foreign currencies. In addition, for a brief moment, the U.S. treasury yields were rising before retreating slightly yesterday. The benchmark for 10-year yield was as high as 4.73%.

加密货币行业的冲击还源于极高的 DXY 指数（高于 109），该指数衡量美元相对于一篮子主要外币的加权价值。此外，美国国债收益率曾一度上涨，但昨日小幅回落。 10年期国债收益率基准高达4.73%。

The inflation concerns that paddled the selloff in the broader market are picking up alongside growth expectations, LondonCryptoClub told CoinDesk. "The combination of rising growth and inflation expectations alongside rising term premia as the market struggles to digest huge treasury supply to fund these deficits is pushing U.S. yields higher, which is dragging global yields higher, excluding China."

LondonCryptoClub 告诉 CoinDesk，随着经济增长预期的增加，引发大盘抛售的通胀担忧也在加剧。 “增长和通胀预期上升，加上市场难以消化巨额国债供应来为这些赤字提供资金，期限溢价不断上升，这些因素共同推动美国国债收益率走高，从而拖累全球收益率走高（不包括中国）。”

However, turmoil is occurring across the pond in the U.K., with gilt yields continuing to march higher this morning. Records were set today, as the 30-year U.K. jumped to almost 5.45%, the highest level since 1998. While the benchmark U.K. 10-year challenged 4.95%, the highest since 2008, the treasury was forced to intervene in the market to calm investors, according to reports from The Telegraph.

然而，英国另一边正在发生动荡，英国国债收益率今天上午继续走高。今天创下了纪录，英国 30 年期国债跃升至近 5.45%，为 1998 年以来的最高水平。虽然英国基准 10 年期国债挑战 4.95%，为 2008 年以来的最高水平，但英国财政部被迫干预市场以平息市场。据《每日电讯报》报道，投资者。

LondonCryptoClub mentioned the key reasons for the turmoil, "the U.K. is under pressure after a disastrous budget which has increased borrowing needs with little to no positive growth impact, exacerbating the negative debt/GDP dynamics and driving a larger fiscal deficit."

LondonCryptoClub 提到了这场动荡的关键原因，“灾难性的预算增加了借贷需求，但对经济增长几乎没有或没有任何积极影响，英国面临着压力，加剧了负债务/GDP 动态，并导致更大的财政赤字。”

As a result, the not-so-Great British pound, falling yet again, is now 1.22 against the dollar, the lowest level since November 2023, and has fallen almost 4% in the past month.

结果，不太强势的英镑兑美元汇率再次下跌，目前为1.22，为2023年11月以来的最低水平，过去一个月已下跌近4%。

Today, Jan. 9, is declared a mourning day in the U.S. to remember the death of former President Jimmy Carter. Therefore, the stock market will be closed. So, all eyes will be turning to the jobs report on Friday. The market is in a good news is bad news scenario as rate cuts for 2025 get pushed back with only one rate cut expected for 2025.

今天，1 月 9 日，美国被宣布为哀悼日，以纪念前总统吉米·卡特的去世。因此，股市将休市。因此，所有人的目光都将转向周五的就业报告。由于 2025 年降息被推迟，预计 2025 年仅降息一次，市场正处于好消息即坏消息的局面。

A strong jobs report could remove this rate cut, with unemployment expected to come in at 4.2%, while nonfarm payroll is estimated at 154,000. A hot jobs print could send the dollar to 110, putting further pressure on risk-assets. Stay alert!

强劲的就业报告可能会取消此次降息，失业率预计为 4.2%，而非农就业人数预计为 154,000 人。热门就业数据可能会让美元升至 110，给风险资产带来进一步压力。保持警惕！